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MUERX vs VFIAX
MUERX vs VFIAX Comparison
Open Charts MUERX vs VFIAX
MFS Blended Research Core Equity R1
Price$33.56
Change+$0.31 (+0.93%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MUERX vs VFIAX Comparison Chart
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MUERX vs. VFIAX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MUERX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MUERX (1.5B). VFIAX pays higher dividends than MUERX: VFIAX (1.32) vs MUERX (0.00). MUERX was incepted earlier than VFIAX: MUERX (16 years) vs VFIAX (24 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. VFIAX (2.00). MUERX has a lower initial minimum investment than VFIAX: MUERX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. MUERX (13.80). VFIAX return over 5 years is better than : 80.23 vs. MUERX (23.03).
| MUERX | VFIAX | MUERX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 2.192 | 2.010 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.35T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 13.80 | 25.54 | 54% |
| Returns for 3 years | 12.94 | 31.13 | 42% |
| Returns for 5 years | 23.03 | 80.23 | 29% |
| Returns for 10 years | 60.77 | 196.98 | 31% |
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